Filed April 26, 2006 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ORGEL WEALTH MANAGEMENT6+ years Service code 26 · EIN 46-2793932 | Advisory (Participants) | $31,655 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,206 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,175 | $111,608-65.8% | $177,821-78.5% | $73,409-48.0% |
| Participation rate | 92.1% | 87.9%+4.2pp | 87.7%+4.4pp | 72.2%+19.9pp |
| Annual return | 14.05% | 18.23%-4.2pp | 48.32%-34.3pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,410 | $3,796-36.5% | $5,918-59.3% | $2,234+7.9% |
| Participant deferral / active EE | $4,124 | $6,199-33.5% | $7,714-46.5% | $3,805+8.4% |
| Admin fee / account holder | $124 | $166-25.1% | $12,427-99.0% | $158-21.5% |